Two Sigma Investments’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.57M Buy
27,300
+2,300
+9% +$226K ﹤0.01% 2576
2025
Q4
$2.5M Buy
+25,000
New +$2.37M ﹤0.01% 2284
2022
Q1
Sell
-38,800
Closed -$3.26M 4107
2021
Q4
$3.26M Sell
38,800
-27,800
-42% -$2.25M 0.01% 1512
2021
Q3
$4.85M Sell
66,600
-59,500
-47% -$4.25M 0.01% 1252
2021
Q2
$9.18M Buy
126,100
+105,100
+500% +$7.44M 0.02% 854
2021
Q1
$1.37M Sell
21,000
-28,400
-57% -$1.72M ﹤0.01% 2030
2020
Q4
$2.62M Sell
49,400
-108,600
-69% -$4.92M 0.01% 1314
2020
Q3
$5.72M Buy
+158,000
New +$5.5M 0.02% 744
2020
Q2
Sell
-20,000
Closed -$672K 3458
2020
Q1
$672K Sell
20,000
-6,700
-25% -$281K 0.01% 1728
2019
Q4
$1.27M Sell
26,700
-46,400
-63% -$2.05M ﹤0.01% 1966
2019
Q3
$3.06M Buy
73,100
+62,100
+565% +$2.51M 0.01% 1137
2019
Q2
$442K Buy
11,000
+5,000
+83% +$218K ﹤0.01% 2594
2019
Q1
$257K Sell
6,000
-18,000
-75% -$813K ﹤0.01% 2696
2018
Q4
$997K Buy
24,000
+300
+1% +$13.6K ﹤0.01% 1657
2018
Q3
$1.17M Sell
23,700
-222,800
-90% -$11.4M ﹤0.01% 1867
2018
Q2
$12.6M Buy
246,500
+221,500
+886% +$12.3M 0.04% 569
2018
Q1
$1.31M Sell
25,000
-18,000
-42% -$965K ﹤0.01% 1822
2017
Q4
$2.21M Buy
43,000
+24,000
+126% +$1.13M 0.01% 1401
2017
Q3
$831K Sell
19,000
-29,000
-60% -$1.2M ﹤0.01% 1838
2017
Q2
$2.06M Buy
+48,000
New +$1.92M 0.01% 1401
2017
Q1
Sell
-30,000
Closed -$1.18M 3275
2016
Q4
$1.18M Sell
30,000
-19,000
-39% -$679K ﹤0.01% 1894
2016
Q3
$1.55M Buy
49,000
+40,500
+476% +$1.19M 0.01% 1654
2016
Q2
$215K Sell
8,500
-2,500
-23% -$71.1K ﹤0.01% 2717
2016
Q1
$308K Sell
11,000
-9,000
-45% -$238K ﹤0.01% 2364
2015
Q4
$659K Buy
+20,000
New +$633K ﹤0.01% 1789
2015
Q2
Sell
-9,000
Closed -$274K 3059
2015
Q1
$274K Buy
+9,000
New +$261K ﹤0.01% 2321

Other funds holding SCHW

Two Sigma Investments's SCHW Position: Q1 2026 in Review

Two Sigma Investments increased its Charles Schwab (SCHW) stake by 108% in Q1 2026, buying an estimated $273M and bringing the position to 5,360,299 shares worth $504M. The position accounts for 0.41% of the portfolio, ranked #32.

Two Sigma Investments first reported a position in SCHW in Q4 2013 and has held it in 33 quarters since. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Two Sigma Investments held 5,360,299 shares of Charles Schwab worth $504M as of Q1 2026.
  • Two Sigma Investments bought 2,781,144 Charles Schwab shares in Q1 2026, an estimated $273M.
  • Charles Schwab made up 0.41% of Two Sigma Investments's portfolio in Q1 2026, its #32 holding.
  • Two Sigma Investments first reported a position in Charles Schwab in Q4 2013 and has held it in 33 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.